Special Needs and Disability Planning
At Cody, Cody & McCarthy, we understand the unique issues that arise when caring for an individual with special needs or a disability. Our attorneys work with families to ensure that the individual is represented in all capacities and has an estate plan in place that works to minimize interference with qualification for state or federal benefits.
Additionally, our attorneys enable families to leave assets to their children without jeopardizing their access to state or federal benefits.
Specifically, we provide the following services in this area:
- Advise individuals and families seeking to provide financial security for a disabled or special needs loved one without disrupting access to state or federal resources.
- Draft Special and Supplemental Needs Trusts (including D(4)(a) trusts) and advise how these trusts can work in conjunction with public benefits.
- Prepare necessary documents, such as Last Wills and Testaments with Testamentary Trusts, Irrevocable Trusts, Durable Powers of Attorney, Health Care Proxies, and other healthcare documents.
To speak with one of our knowledgeable and experienced special needs and disability planning attorneys, please click here.
Alan and Cindy’s Story
Caring for a child with special needs requires special people. As his parents we’ve always been here to take care of Jimmy. We know the joys and challenges that come along with it.
Our Cody, Cody & McCarthy team has been with us all the way and helped ensure that we can provide top notch care – now and throughout his lifetime.
Cody, Cody & McCarthy helps families like ours plan for the future, including making sure we keep our government benefits, and have the proper insurance and financial tools to provide a lifetime quality care.
Alan and Cindy O, Westwood, MA
For the latest information regarding special needs and disability planning, please visit our Planning Resource Center for presentations, newsletters and informative audio and video on this and other planning related topics.